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EP. 91 · 11.29.2025 · 1:21:45

PUBLIC MARKETS AND THE AI SUPERCYCLE

with Brad Gerstner

PUBLIC MARKETS AND THE AI SUPERCYCLE

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AI InvestmentAI1:21:45

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ABOUT THIS EPISODE

THE CONVERSATION

Brad Gerstner joins the DAO podcast to discuss public markets and the ai supercycle — and what it means for the trajectory of artificial intelligence over the next decade.

GUESTS

ON THE ROUNDTABLE

B
BRAD GERSTNER

Founder, Altimeter Capital

Founder of Altimeter Capital. One of the most influential public-market investors in AI.